Trust
Experience.
All Texas residents should plan for the future to protect their families. However, even though a person might leave certain assets to a specific person in their will, that doesn’t mean problems won’t arise. Siblings can end up in inheritance disputes. These are...
Dealing with a loved one's passing is often a difficult time. However, there are often estate-related matters that beneficiaries must take care of after family members pass away. Sometimes, people inherit fully paid-off properties. But things become more complicated...
To figure federal estate taxes at the time of your death, the trustee will first need to determine the fair market value of all your assets, which is your gross assets. Then, they will subtract allowable deductions and allowances for gifts made since 1977 to arrive at...
Planning your estate in Texas before you reach an advanced age is one of the best things you can do for the loved ones you'll leave behind when you pass and for your peace of mind. Estate planning is especially if you're remarried and have children because things can...
Once you retire in Texas, it's time to think about the future and ensure that you'll be passing your financial assets. When you pass away and lack a will, Texas intestacy laws will govern. Unfortunately, the way the state divides up your assets probably isn't going to...
A last will and testament stands as a critical document in estate planning. When a testator passes away, their will reflects decisions they made while alive regarding who receives what assets, among other directives. Often, carrying out the directions presented in the...
As a grandparent, you may want to make sure that your grandchildren remain provided for when you're gone. There are many things to consider during estate planning to ensure things go as you wish. If you're considering estate planning as a grandparent, here's what you...
While serving in the military, you may base your estate plans on your expected military pension and other benefits for your family. However, if you're making the transition out of this career path in Texas, it will probably be best to reevaluate what your estate...
You should never put off writing your will. No one knows what will happen tomorrow, so it is better to prepare today. If you are Texas resident, here are some common mistakes that you should avoid. Not updating it A huge mistake that people make when it comes to...
Every Texas adult will need to go through the estate planning process. Contrary to popular belief, this isn't a one-and-done type of deal. Rather, estate planning is an ongoing process that should be reviewed every three to five years to ensure that it's updated. If...
